Tagged

load growth

4 articles

June 2, 2026 5 min read

CAISO Transmission Plan: $6.7B and the Equipment Wave

The CAISO transmission plan just approved $6.7 billion across 38 projects. Here is the high-voltage equipment buyers should plan to chase, and when.

CAISOtransmissionPath 15

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May 9, 2026 7 min read

Evergy Gas Pivot: 4.7 GW, 90% Solar Cut, SPP Procurement Wave

Evergy's Q1 2026 IRP raised gas to 4.7 GW, cancelled 2.4 GW of wind, and slashed solar 90%+. Here is the Kansas-Missouri equipment math that goes with it.

EvergySPPdata centers

Read Analysis DistroForge Research

May 8, 2026 9 min read

Utility Data Center Strategies: Embrace, Resist, Distribute

First week of May 2026 produced three different utility answers to the same data center load question. Eversource refused, Dominion announced 3 GW of gas, Sunrun hit 4.3 GWh of distributed storage. What each strategy means for distribution equipment procurement.

data centersutility strategyload growth

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April 12, 2026 8 min read

50 GW of Data Centers Are Rewriting Grid Procurement

Data center grid infrastructure demand is forcing utilities into a procurement race against 128-week lead times, aging fleets, and a 30% transformer shortfall.

data centersgrid infrastructureequipment procurement

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